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eBulletin: May 12, 2015
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In this week’s issue:


Wealth

1.    Canada Life My account gives clients easy access to investment details online

·         My account lets clients view their Canada Life segregated funds and/or annuity policy details online

·         Starting May 2015, clients will receive an invitation to self-register for the service

·         Canada Life Generations TM and Flex policy information continue to be available on VIPNet

 

2.    Old individual payout annuity applications no longer accepted as of June 1, 2015

·         Old applications must be signed on or before June 1, 2015 and received at the Canada Life Administrative Office in good order by 4 p.m. ET on June 5, 2015.

·         Use the New printable PDF application for a payout annuity online - 46-8965

 

Distribution

3.    Get the latest edition of Newslink: May 2015